Dear sir,
Please provide me with a suggestion for my employee. He has two UAN numbers, and his previous company experience is over 10 years. He has been with our company for 3.5 years and is still working. He is in the process of transferring the pension amount to his current UAN number and wishes to apply for the pension scheme. However, the online EPF portal is displaying only his current company experience of 3.5 years. Could you please advise on the step-by-step procedure to rectify this issue?
Thank you.
From India, Hyderabad
Please provide me with a suggestion for my employee. He has two UAN numbers, and his previous company experience is over 10 years. He has been with our company for 3.5 years and is still working. He is in the process of transferring the pension amount to his current UAN number and wishes to apply for the pension scheme. However, the online EPF portal is displaying only his current company experience of 3.5 years. Could you please advise on the step-by-step procedure to rectify this issue?
Thank you.
From India, Hyderabad
First of all, he has to file Form 13 (transfer claim) with the present establishment. Once the claim is settled, all service details and amounts would be updated in the present UAN.
After that, if the employee has exceeded 58 years of age, the employer can facilitate his exit from EPF, and he would be free to apply for his EPF claim and pension simultaneously.
651After that, if the employee has exceeded 58 years of age, the employer can facilitate his exit from EPF, and he would be free to apply for his EPF claim and pension simultaneously.
Thank you for giving this information, sir.
He has already claimed Form 13, and he will receive the full pension amount in the present UAN. I have also seen in Mpass book that the total pension amount is settled in the present UAN.
He applied on 27.08.2020 for monthly pension Form-10D(EPS), manually filled all documents, and posted them to the EPFO office. However, there has been no response from the EPFO office.
I also tried online for the monthly pension Form-10D(EPS), but it only shows the present company pension amount.
Note: The employee's date of birth is 06/06/1992. He is not interested in exiting EPF. What should we do? Please advise.
From India, Hyderabad
He has already claimed Form 13, and he will receive the full pension amount in the present UAN. I have also seen in Mpass book that the total pension amount is settled in the present UAN.
He applied on 27.08.2020 for monthly pension Form-10D(EPS), manually filled all documents, and posted them to the EPFO office. However, there has been no response from the EPFO office.
I also tried online for the monthly pension Form-10D(EPS), but it only shows the present company pension amount.
Note: The employee's date of birth is 06/06/1992. He is not interested in exiting EPF. What should we do? Please advise.
From India, Hyderabad
Note: Employee date of birth is 06/06/1962. He wash not interested to exit in EPF. What will do tell me.
From India, Hyderabad
From India, Hyderabad
When he changed jobs (more than 10 years ago), he should have applied for a Scheme certificate and kept it with him. Upon reaching the age of 58, you can update his PF records and he should apply for a Scheme certificate for his current service as well.
Once he turns 58, he should submit both Scheme certificates to EPFO. They will calculate the monthly pension credit to his bank account.
From India, Aizawl
Once he turns 58, he should submit both Scheme certificates to EPFO. They will calculate the monthly pension credit to his bank account.
From India, Aizawl
previous company joining date is 20/09/1991 and date of exit is 12/09/2016 present worked in our company.
From India, Hyderabad
From India, Hyderabad
Filing a claim does not mean that the same is transferred; it has to be approved by:
1) the employer with a DSC
2) the field office. After the formal transfer of EPF, the old UAN is usually zero, and the EPS account goes to the registers of the pension. Ask the employee to confirm himself in the passbook portal that the claim is settled by the department.
Once the transfer is executed in all means, his UAN card in the present member portal will start displaying the Date of Joining as recorded in the previous establishment. It takes some time to reconcile the back records and update the portal.
When the present UAN gets updated with 10+ years of service, and his account is fully KYC compliant with the nomination filed, then the present employer can initiate the exit process.
After the completion of the above process, the employee will find Form 10D on his member portal enabled to be filled.
Without exiting from EPF, no EPS claim can be filed. Consult your legal advisor about the age limit of employees for retirement in your specific industry/sector under the specified rules.
1) the employer with a DSC
2) the field office. After the formal transfer of EPF, the old UAN is usually zero, and the EPS account goes to the registers of the pension. Ask the employee to confirm himself in the passbook portal that the claim is settled by the department.
Once the transfer is executed in all means, his UAN card in the present member portal will start displaying the Date of Joining as recorded in the previous establishment. It takes some time to reconcile the back records and update the portal.
When the present UAN gets updated with 10+ years of service, and his account is fully KYC compliant with the nomination filed, then the present employer can initiate the exit process.
After the completion of the above process, the employee will find Form 10D on his member portal enabled to be filled.
Without exiting from EPF, no EPS claim can be filed. Consult your legal advisor about the age limit of employees for retirement in your specific industry/sector under the specified rules.
If the old PF was maintained by a trust account, then EPF will not automatically amalgamate the same. The employee must approach the trust to send Annexure K to EPFO for their accounts.
Annual accounts slip of previous companies (Form 23) is proof of his last service joining date. Also, the previous UAN copy is proof of his past service. He has to approach the department with these records to get the benefits added. If he has transferred these accounts after February 2020, then it will not display right now, as the past services annexure of EPS of the department will get updated after February 28 next year only.
Hi Sir,
Please provide me with a suggestion for my employee. He has not been receiving his pension automatically for the last three months (September, October, November) as he has crossed 58 years of age. However, he wishes to have his pension amount transferred this month, including his employee contribution. Could you please advise me on how this can be arranged?
Thank you.
From India, Hyderabad
Please provide me with a suggestion for my employee. He has not been receiving his pension automatically for the last three months (September, October, November) as he has crossed 58 years of age. However, he wishes to have his pension amount transferred this month, including his employee contribution. Could you please advise me on how this can be arranged?
Thank you.
From India, Hyderabad
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